See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,289 | $73,867-71.2% | $143,757-85.2% | $68,494-68.9% |
| Participation rate | 94.7% | 66.7%+28.1pp | 80.3%+14.4pp | 67.9%+26.8pp |
| Annual return | -19.02% | 1.01%-20.0pp | -0.04%-19.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,838 | $3,184+20.5% | $4,951-22.5% | $2,596+47.8% |
| Participant deferral / active EE | $3,627 | $3,384+7.2% | $5,637-35.7% | $4,027-9.9% |
| Admin fee / account holder | $546 | $5,755-90.5% | $14,673-96.3% | $5,403-89.9% |